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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

135 managers (140 13F filers) reported a position in TLTW shares at 2026-06-30, 25,615,411 shares in all. 25 filers opened a position and 16 filers sold out during the quarter.

Managers
135
13F filers
140
New
25
Added
61
Reduced
46
Sold out
16
Shares held by filers
25,615,411

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,563,322$57.3M<0.01%+275,17713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,490,239$55.6M<0.01%+554,60413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,732,772$38.7M-229,322Timeline
Foguth Wealth Management, LLC.1,506,792$32.7M3.72%-714,24713F-HRTimeline
LPL Financial LLC1,423,267$31.8M0.01%+105,07913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,223,562$27.3M<0.01%+464,66513F-HRTimelineGroup
Cetera Investment Advisers1,194,002$26.7M0.02%-189,32113F-HRTimeline
UBS Group AGin group UBS Group AG1,039,230$23.2M<0.01%+205,76113F-HRTimelineGroup
Quantinno Capital Management LP842,600$18.8M0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources750,457$16.8M<0.01%+11,35613F-HRTimelineGroup
Columbus Macro, LLC715,323$16M1.55%+39,54413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC464,149$10.4M<0.01%+253,30113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC414,923$9.27M0.02%+59,74913F-HRTimelineGroup
Janney Montgomery Scott LLC403,324$9.01M0.02%+163,92913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC401,168$8.96M0.07%-62,77413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC345,355$7.72M0.55%+275,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA343,490$7.67M<0.01%+84,41113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding322,665$7.21M+90,702Timeline
Hamilton Wealth, LLC313,977$7.01M1.29%-48,22313F-HRTimeline
FWG Holdings, LLC313,795$6.76M2.35%+232,04513F-HRTimeline
IHT Wealth Management, LLC297,695$6.65M0.14%+8,45013F-HRTimeline
MML INVESTORS SERVICES, LLC296,611$6.63M0.01%+170,84913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…301,496$6.58M0.01%+6,01413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…288,766$6.45M0.01%+266,39813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd249,482$5.57M0.05%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding243,613$5.44M+34,714Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp233,591$5.22M<0.01%-36,34113F-HRTimelineGroup
Integrated Wealth Concepts LLC229,237$5.12M0.02%+136,75413F-HRTimeline
Cambridge Investment Research Advisors,…202,029$4.51M0.01%+8,44713F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…160,408$3.58M0.01%-30,12813F-HRTimelineGroup
IFP Advisors, Inc149,948$3.35M0.06%+5,17013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC147,659$3.3M0.49%-267,95913F-HRTimeline
Farther Finance Advisors, LLC146,099$3.26M0.03%+135,28113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,930$3.04M<0.01%-11,28013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC135,889$3.04M0.18%+17,04313F-HRTimeline
Sentinel Advisory Group, LLC132,639$2.96M1.21%-134,25913F-HRTimeline
MGO ONE SEVEN LLC131,033$2.93M0.05%+18,09013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …125,611$2.81M0.03%-45,60713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,005$2.75M<0.01%+67,56313F-HRTimelineGroup
Mutual Advisors, LLC117,880$2.63M0.05%+48,43513F-HRTimeline
Secure Asset Management, LLC113,843$2.54M0.36%+26,09013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC112,393$2.51M0.1%+19,98913F-HRTimeline
Triumph Capital Management111,429$2.49M0.45%+21,11613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC104,859$2.34M0.16%+1,55913F-HRTimeline
Apella Capital, LLC102,632$2.24M0.03%-40013F-HRTimeline
Caitlin John, LLC94,750$2.12M1.16%+23,17013F-HRTimeline
AE Wealth Management LLC91,269$2.04M0.01%+5,46013F-HRTimeline
Aspen Investment Management Inc87,715$1.96M0.53%+4,20013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…84,320$1.88M5.07%-160,83013F-HR/ATimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …82,850$1.85M<0.01%new13F-HRTimelineGroup
Pasadena Private Wealth, LLC81,187$1.81M0.23%-19,81713F-HRTimeline
Sovran Advisors, LLC82,121$1.79M0.13%-1,75013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management75,497$1.69M0.22%+15,46513F-HRTimelineGroup
PFG Investments, LLC70,970$1.59M0.06%-3,16313F-HRTimeline
MATHER GROUP, LLC.67,367$1.5M0.01%-73,15713F-HRTimeline
NewEdge Advisors, LLC65,283$1.46M<0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC60,589$1.35M0.11%-4,48313F-HRTimeline
Dynamic Advisor Solutions LLC60,279$1.35M0.04%+8,73513F-HRTimeline
WEDBUSH SECURITIES INC57,832$1.29M0.03%+6,87713F-HRTimeline
Sanctuary Advisors, LLC54,352$1.21M0.01%+5,72513F-HRTimeline
OLD MISSION CAPITAL LLC49,404$1.1M0.03%+17,93113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,624$1.09M0.03%+48,53213F-HRTimelineGroup
Regal Investment Advisors LLC48,122$1.08M0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,796$1.07M<0.01%-4,70013F-HRTimelineGroup
PFG Advisors44,976$1M0.05%-333,00113F-HRTimeline
Frontier Asset Management, LLC41,787$934K0.17%+10,53713F-HRTimeline
LANARK FINANCIAL, INC.38,814$867K0.06%+7,52213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC37,559$839K0.01%+7,00113F-HRTimelineGroup
IMA Advisory Services, Inc.35,217$787K0.05%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding34,569$772K+511Timeline
Belpointe Asset Management LLC34,264$765K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC34,264$765K0.09%new13F-HRTimeline
Core Wealth Advisors, Inc.33,982$759K0.15%+15,26113F-HRTimeline
NCM Capital Management, LLC31,969$714K0.22%-16913F-HRTimeline
DOVER ADVISORS, LLC30,761$697K0.29%-7,72513F-HRTimeline
One Capital Management, LLC28,502$645K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC28,838$644K0.02%-2,32513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,000$606K+14,000Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,524$570K<0.01%-11,41813F-HRTimelineGroup
Advyzon Investment Management, LLC24,268$542K0.04%-19813F-HRTimeline
Vestmark Advisory Solutions, Inc.22,835$510K<0.01%-1,26113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,833$510K0.01%-1,40713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,623$505K<0.01%+18,63813F-HRTimelineGroup
Lloyd Advisory Services, LLC.21,873$489K0.19%new13F-HRTimeline
Strategic Blueprint, LLC21,871$489K0.02%new13F-HRTimeline
Perennial Investment Advisors, LLC21,181$473K0.03%-11,11113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,969$468K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC20,886$467K0.01%13F-HRTimeline
OneDigital Investment Advisors LLC19,737$441K<0.01%new13F-HRTimeline
World Investment Advisors18,900$427K0.01%-9513F-HRTimeline
Patten Group, Inc.18,767$419K0.07%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,677$395K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC16,123$360K<0.01%-5,82513F-HRTimeline
Walser Wealth Management Company, A Ltd…16,123$360K0.15%-5,82513F-HRTimeline
SEARLE & CO.16,000$357K0.08%013F-HRTimeline
First Bank & Trust14,408$322K0.05%+3,08613F-HRTimeline
WEALTH EFFECTS LLC13,395$299K0.08%-1,27513F-HRTimeline
Latitude Advisors, LLC13,280$297K0.12%+47013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…13,155$294K0.07%013F-HRTimeline
Joseph P. Lucia & Associates, LLC12,994$290K0.09%+50513F-HRTimeline
Global Wealth Strategies & Associates12,973$290K0.05%+90613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,989$268K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,440$256K<0.01%+1,29613F-HRTimelineGroup
Summit Financial, LLC11,300$252K<0.01%+2,00013F-HRTimeline
Independent Advisor Alliance11,240$251K0.01%-17,34513F-HRTimeline
Kovack Advisors, Inc.10,995$244K0.01%-42013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,865$243K<0.01%new13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC11,046$241K0.03%+6913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,477$234K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC10,460$234K0.03%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,205$183K<0.01%-2,42113F-HRTimelineGroup
Founders Financial Alliance, LLC7,564$169K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,096$136K0.01%+1113F-HRTimeline
MidFirst Bank5,000$112K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,714$106K<0.01%-1,22513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,547$102K<0.01%-1,00013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,140$70.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,800$62.6K<0.01%+30013F-HRTimeline
Luminist Capital LLC2,771$61.9K0.07%-18913F-HRTimeline
Geneos Wealth Management Inc.2,481$55.4K<0.01%+1113F-HRTimeline
Steward Partners Investment Advisory, L…2,279$50.9K<0.01%-113,86213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,100$46.9K<0.01%-22613F-HRTimelineGroup
WealthShield Partners, LLC1,952$43.6K0.01%-373,85513F-HRTimeline
Cape Investment Advisory, Inc.1,917$42.8K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,702$38K<0.01%013F-HRTimeline
Activest Wealth Management1,115$24.9K<0.01%+1,11213F-HRTimeline
CoreCap Advisors, LLC1,045$23.3K<0.01%new13F-HRTimeline
Daytona Street Capital LLC175$14.8K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS395$8.82K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…231$5.16K<0.01%-1713F-HRTimelineGroup
North Star Investment Management Corp.151$3.38K<0.01%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN101$2.25K<0.01%-7,41813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$2.23K<0.01%-18,00013F-HRTimeline
Park Square Financial Group, LLC36$8040.01%-8513F-HRTimeline
FMR LLCin group FMR LLC0$1<0.01%-28913F-HRTimelineGroupAmount filed as zero, left out of ratios.